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MON 02 NOV 2026 · 159 new pieces this week

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A16Z
Databricks & the Future of the Firm↗
Databricks' lakehouse and lakebase architecture enable companies to unify data systems and deploy autonomous agents at scale, potentially reshaping…
makers + buildersParul Singh
7 Days to $100M, 5 Days to Free ↗
Decision models—a new AI category that makes bounded choices rather than generating text—launched at $100M revenue in a week, then got replicated for $95 in…
Obvious
From Software to Science: Venture Capital’s New Frontier is Atoms↗
Venture capital is shifting from software to physical technologies as AI collapses software development costs and the SaaS model loses defensibility; the…
IndustriesAllAI (Horizontal)Venture Capital & StartupsEnterprise SoftwareAI InfrastructureDeveloper ToolsEnergy & ClimateFintechManufacturing & IndustrialsCybersecurityRoboticsMarketing & Sales TechBanking & Capital MarketsSemiconductorsConsumer

Friday, 18 April 2025

3 pieces
Saastr
Dear SaaStr: We’re Only at $3m ARR After 11 Years. Should We Keep Going?
Building Rome(s) · Aadil Maan
How To Be "Strategic" As A TPM
Tomasz Tunguz · Tomasz Tunguz
Integrations as Competitive Advantage

Thursday, 17 April 2025

33 pieces
Pirate Wires · Mike Solana
Bluesky Blues: The Online Equivalent of CECOT
Deepwater Asset Mgmt
Tesla March Preview: 2025 Largely Doesn’t Matter
Thomvest
Thomvest Ventures Invests in Exaforce’s $75M Series A Round to Revolutionize Cybersecurity…
NextView VC
The Trough of Disillusionment
The Micromobility Newsletter · Team M
Seattle Shared Micromobility Trips Up 88% in Q1 2025
Saastr
SaaStr on 20VC: “What’s Really Happening in Venture Today: Hard Truths on AI Investing, Fund Sizes, and Why “Seed is for Suckers”
Menlo
Leading Goodfire’s $50M Series A to Interpret How AI Models Think
Saanya Ojha
The Llama That Cried SOTA
Pirate Wires · Mike Solana
Harvard is Turning Away Teenage Geniuses. Palantir is Hiring.
Better Tomorrow Ventures
The Mint Recap: Fireside Chat with Misha Esipov
Bala Chandrasekaran
The Case for Commodity Markets
Greylock News
Welcome, Shreya Shekhar!↗Market
Pratyush Buddiga · Pratyush Buddiga, Chief of Staff @ Susa Ventures
Compounding Competitive Advantage, Part II: Scale Economies Shared
Level VC
Level Featured by the Society for Industrial and Applied Mathematics (SIAM)
A Wealth of Common Sense · Ben Carlson
Investing in an Uncertain World
BBG Ventures
A 101 on Founder-Board Relationships
Insight Partners
Insight Partners Doubles Down on Devicie, a Leader in Microsoft Intune Management
Equal Ventures
The Equal Ventures Insurance Index
Sammy Abdullah
SaaS Spend Trends from 2022 to 2024
Saastr
10 Unforced Errors Founders Make in the VC Fundraising Process
Jeff Bussgang
Jeff Bussgang’s Rocket Ship Startup List
Geoff Donaker · Geoff Donaker, GP @ Burst Capital
Bursts of Color - Every Business is a Sales Business
Joe Lonsdale
Ep 112: Peter Thiel on DOGE, Tariffs, Building Generational Companies & the Future of Civilization
Insight Partners
The importance of flexibility in AI systems
Hunter Walk
“I think CEOs that are interested in a future acquisition need to be building relationships or at…
Hunter Walk
“I think CEOs that are interested in a future acquisition need to be building relationships or at least awareness with potential buyers at least 2-3 years in advance, especially with strategics. If you’re not on the list, it’s rare for a deal to happen.” Joe Hyrkin on Selling Issuu to Bending Spoons, and More….
Kiera Klinsky
Cracking Consumer AI
The Sociology of Business · Ana Andjelic
Soft power and other lessons
Greylock News
Welcome, Shreya Shekhar!
Saastr
Dear SaaStr: How Do I Build Conviction To Start a Startup?
Venture Desktop · Brett Bivens
The Rise of Production Capital
Venture Prose
You Are Rare
Tomasz Tunguz · Tomasz Tunguz
Social AI

Wednesday, 16 April 2025

4 pieces
Abhishek Maran · Abhishek Maran
Superfluid Podcast Episode #2 - Chris Wirasinha on Bootstrapping vs Fundraising as a Two-Time Founder
Newcomer · Eric Newcomer
Foundation Models Soar Even as the Economy Unravels
Saanya Ojha
Unpacking OpenAI’s Mid‑April Modelpalooza
Saastr
Networking is now OPEN for SaaStr Annual 2025!!
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